Productivity & Communication

The AI-Powered Administrative Professional

The AI-Powered Administrative Professional takes you from task executor to strategic partner. It is a complete, module-by-module program on using Microsoft Copilot at work: safely, accurately and with measurable impact.

You'll start with an AI readiness assessment that builds your personal learning roadmap, learn which Copilot to reach for (Copilot Chat, Microsoft 365 Copilot or Copilot Studio) and where it appears across Microsoft 365, and find out exactly what your organization allows. Then come the professional standards: how Copilot uses your Microsoft 365 information, permissions and appropriate use, protecting confidential executive information, spotting hallucinations and verifying answers, and keeping a human accountable for the result.

The prompting modules teach the CREATE method and how to control sources, time frames, tone, format and length, with hands-on labs, a workbook you build as you go, and a scenario-based skills assessment.

131 lessons14 modulesFinal exam included$297 · lifetime access

Course curriculum

Module 3 · Why Clear Prompts Produce Better Results

18 lessons

If you have ever typed a request into Copilot, ChatGPT, or Claude and received something vague, overly wordy, too casual, or simply not useful, you are in exactly the right place. The problem is rarely that you are “bad at AI.” Most of the time, the tool simply did not receive enough direction to understand the role it should play, the result you need, the details that matter, the audience you are serving, or the tone the message should carry.

1Why Clear Prompts Produce Better Results2The CREATE Prompting Method3Context, Roles, Goals & Constraints4Specifying the Correct Source & Time Frame5Controlling Tone, Format & Length6Using Follow-Up Prompts to Improve Results7Creating Reusable Prompt Templates8Welcome & Confidence Reset: It’s a Briefing Problem9The CREATE Framework: What Each Element Does10C–R–E Deep Dive: Role, Deliverable, Details11A–T–E Deep Dive: Audience, Tone, Expand12Prompt Builder: Build One for Your Role13Prompt Types: Pick the Right Approach14Upgrade Challenge: Vague → Precise Directive15Hands-On Lab: Six Real Scenarios16Reflection & Application: Make It Stick17Prompt Engineering Lab18The CREATE Prompt Framework

Module 4 · Drafting Follow-Ups & Reminder Messages

8 lessons

Email is where decisions are proposed, commitments are made, deadlines change, stakeholders raise concerns, and important requests quietly disappear beneath new messages. As an administrative professional, you are often the person expected to find the signal, protect the executive’s voice, and make sure nothing important falls through the cracks. This module gives you a practical system for doing that work with greater speed, structure, and confidence.

1Drafting Follow-Ups & Reminder Messages2Preparing an Executive Email Brief3Avoiding Access & Delegation Mistakes4Summarizing Long Email Threads5Drafting Professional Executive Communications6Adjusting Tone, Length, and Urgency7Identifying Decisions, Deadlines & Action Items8Creating Daily & Weekly Inbox Summaries

Module 6 · Summarizing Meetings & Conversations

8 lessons

Meetings do not create value simply because people attended them. The value appears when important ideas are understood, decisions are captured accurately, commitments are assigned, follow-up happens, and the next conversation begins with everyone prepared. As an administrative professional, you often connect all of those pieces.

1Summarizing Meetings & Conversations2Identifying Decisions & Action Items3Catching Up on Missed Meetings4Creating Follow-Up Plans5Drafting Meeting Recaps6Searching Across Teams7Preparing for the Next Meeting8When Transcripts Are Unavailable

Module 7 Excel · Drafting Executive-Ready Documents

8 lessons

Administrative professionals create the documents that help organizations communicate, operate, and decide. You may begin with a blank page, scattered meeting notes, an outdated process, two conflicting versions, or a 40-page report your executive has five minutes to read. This module teaches you to use Copilot in Word to bring structure and clarity to each of those situations without giving up human judgment.

1Drafting Executive-Ready Documents2Turning Notes Into Structured Reports3Summarizing Lengthy Documents4Rewriting for Tone, Clarity & Audience5Creating SOPs & Process Documentation6Comparing Documents & Identifying Changes7Templates, Checklists & FAQs8Meeting Notes Into Decision Memos

Module 8 Excel · Preparing Data for Copilot in Excel

9 lessons

If spreadsheets have ever felt overwhelming, you can set that pressure down right now. You do not need to know every formula or feature before you begin. You only need curiosity, a willingness to practice, and permission to learn one confident step at a time.

1Preparing Data for Copilot in Excel2Tables, Headers & Data Structure3Creating & Explaining Formulas4Cleaning & Organizing Data5Summarizing Trends & Patterns6Creating Charts & Dashboards7Analyzing Budgets & Expenses8Tracking Projects, Events & Work9Verifying Copilot’s Calculations

Module 9 · Creating Presentations From Prompts

9 lessons

Whether you are creating a leadership update, board presentation, training deck, project briefing, client proposal, or event recap, you are in the right place. If PowerPoint has ever made you wonder where to begin—or how to turn too much information into a clear story—you can take a breath. This module is designed for administrative professionals who are often responsible for turning scattered ideas, detailed reports, and last-minute requests into presentations that leaders can actually use.

1Creating Presentations From Prompts2Building Slides From Word Documents3Reports Into Executive Presentations4Slide Structure & Storytelling5Summarizing Presentations6Speaker Notes & Talking Points7Revising for Different Audiences8Templates & Branding9Reviewing Every Slide for Accuracy

Module 10 · What Belongs in an Executive Brief

7 lessons

You are about to build one of the most valuable skills an administrative professional can offer: the ability to turn a busy stream of information into a brief that helps a leader understand, decide, and act. If you have ever wondered what to include, what to leave out, or how to make your update feel more strategic, you are exactly where you need to be. Your understanding of the executive, the organization, the people involved, and the current priorities is the heart of the process.

1What Belongs in an Executive Brief2Daily vs. Weekly Executive Briefings3Combining Calendar, Email, Meetings & Priorities4Facts, Recommendations & Risks5Highlighting Decisions Requiring Attention6A Consistent Briefing Format7Verifying Dates, Owners & Deadlines

Module 11 · Researching & Comparing Travel Options

8 lessons

This is where your ability to organize details becomes something even more powerful: the ability to create smooth experiences, executable plans, and calm responses when circumstances change. You do not have to hold every confirmation, dependency, preference, deadline, and backup plan in your head. Across eight interactive classes, you will learn how to use Copilot to research, compare, organize, draft, question, and summarize.

1Researching & Comparing Travel Options2Creating Executive Itineraries3Travel Preferences & Policies4Checklists & Contingency Plans5Preparing Meetings & Events6Project Plans & Timelines7Tracking Budgets, Vendors & Deliverables8Identifying Risks & Missing Information

Module 12 · From Prompts to Repeatable Systems

7 lessons

This is the moment where individual AI skills begin working together as systems. Instead of starting from scratch every time a recurring task appears, you will learn how to design a clear process that can be repeated, reviewed, handed off, measured, and improved. You already understand more about workflows than you may realize.

1From Prompts to Repeatable Systems2Finding High-Value Workflows3Connecting the Microsoft 365 Apps4Standard Inputs & Outputs5Human Review & Approval Steps6Documenting the Workflow7Measuring Time Saved & Results

Module 13 · Understanding Copilot Agents

10 lessons

Module 13 is where everything you have learned about prompts, documents, data, meetings, workflows, and responsible AI begins to come together. You are ready to move beyond asking Copilot for help one task at a time and start thinking like a builder: someone who can recognize a repeated need, define a safe solution, shape its behavior, test it, and help others use it successfully. Please do not let words like agent, action, or publishing make you question whether you belong here.

1Understanding Copilot Agents2When to Use an Agent Instead of a Prompt3Defining Purpose & Scope4Writing Agent Instructions5Adding Trusted Knowledge Sources6Creating Topics & Actions7Testing Responses & Edge Cases8Approvals & Human Oversight9Publishing & Maintaining an Agent10Advanced Agent Blueprints for Admins

Module 14 · Claude Mastery Course Coverage & Gap Analysis

9 lessons

You have spent this training learning how to use Copilot across email, calendars, meetings, documents, data, presentations, briefings, travel, projects, workflows, and agents. Module 14 is where you pause, gather the evidence, and tell the story of what all that growth makes possible. Administrative professionals often create enormous value quietly.

1Claude Mastery Course Coverage & Gap Analysis2Establishing a Baseline3Tracking Time Saved4Measuring Quality & Accuracy5Documenting Faster Turnaround Times6Measuring Executive & Team Impact7Building an AI Accomplishment Portfolio8Communicating Your New Strategic Value9A 30-, 60-, 90-Day Adoption Plan